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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
726
Chapman Financial Group
Hawaii
$6.1K – – –
HR
727
Howe & Rusling
New York
$5.92K -$6.25K -49 -50%
MAM
728
Morse Asset Management
Connecticut
$5.92K – – –
KFAS
729
Keating Financial Advisory Services
Kansas
$5.2K +$5.48K +43 New
OW
730
Olistico Wealth
Oklahoma
$4.71K -$6.25K -49 -56%
HWM
731
HighMark Wealth Management
Minnesota
$4.28K – – –
PFBT
732
Parkside Financial Bank & Trust
Missouri
$4.23K -$171K -1,340 -97%
CMP
733
Coston McIsaac & Partners
Maine
$4K – – –
RS
734
Rakuten Securities
Japan
$3.02K -$3.19K -25 -50%
VNA
735
Valley National Advisers
Pennsylvania
$3K – – –
KCM
736
Key Capital Management
Tennessee
$2.66K – – –
TSMHT
737
Thurston Springer Miller Herd & Titak
Indiana
$2.05K -$227K -1,784 -99%
CPBTD
738
Central Pacific Bank - Trust Division
Hawaii
$1.57K – – –
MWA
739
Merkkuri Wealth Advisors
New York
$1.43K +$1.53K +12 New
RF
740
Rossby Financial
Florida
$1.33K – – –
PL
741
Protective Life
Alabama
$1.09K +$1.15K +9 New
PWM
742
Proathlete Wealth Management
Florida
$977 -$28.3K -222 -97%
DFA
743
DHJJ Financial Advisors
Illinois
$242 – – –
TF
744
Tompkins Financial
New York
$121 +$128 +1 New
TAS
745
TIFF Advisory Services
Pennsylvania
– -$28.5M -213,451 Closed
EC
746
Estate Counselors
Wisconsin
– -$11M -82,403 Closed
Tudor Investment Corp
747
Tudor Investment Corp
Connecticut
– -$10.9M -81,340 Closed
CI
748
Cavalier Investments
Georgia
– -$9.77M -73,154 Closed
CFP
749
Curran Financial Partners
South Carolina
– -$6.92M -51,841 Closed
SCM
750
SOL Capital Management
Maryland
– -$6.1M -45,665 Closed